Calendars, payments, accounting, marketing and document storage, all connected from one Apps panel with no developer needed. Each connection has its own drawer explaining exactly what it does.
Each practitioner connects their own calendar. New, rescheduled and canceled appointments go out automatically.
Connect your own payment account to take deposits when patients book online, and send payment links for any invoice. ClinyPal takes no cut.
Issued invoices, payments and refunds sync automatically, matching or creating the customer, never duplicated. Void an invoice in ClinyPal and it’s voided in your books too.
Only patients who’ve opted in to marketing emails sync, with name and email only, nothing clinical. Nobody ends up on a list they didn’t agree to.
Send letters, invoices and reports to your clinic’s cloud drive in one click, with no downloading and re-uploading. For patient documents, connect a Google Workspace or Microsoft 365 account your clinic has a BAA with.
What leaves ClinyPal, where it goes, and who switches it on.
| Who connects | What it sends | Direction | When | |
|---|---|---|---|---|
| Google Calendar | Each practitioner | Appointment time, type and patient name | One-way, out | Within seconds; retries if Google is down |
| Outlook / Microsoft 365 | Each practitioner | Same as Google | One-way, out | Same |
| Apple Calendar | Each practitioner | A private subscription link | Read-only feed | When the calendar app refreshes |
Practitioners can disconnect at any time, and their appointments stop syncing straight away.
| Who connects | Used for | Where the money goes | |
|---|---|---|---|
| Stripe | The clinic owner | Booking deposits, payment links | Your own Stripe account |
| Square | The clinic owner | Same | Your own Square account |
| PayPal | The clinic owner | Same | Your own PayPal account |
Refunds made in ClinyPal are recorded on the invoice. ClinyPal takes no cut; only your provider’s usual fees apply.
| Who connects | What syncs | When | |
|---|---|---|---|
| QuickBooks Online | An admin | Invoices, payments, refunds, voids | Automatically after each is issued |
| Xero | An admin | Same | Same |
| Zoho Books | An admin | Same, updated in place | Same |
Each record syncs once and is matched to the right customer, never duplicated.
| Who connects | What syncs | Who’s included | |
|---|---|---|---|
| Mailchimp | An admin | Name, email, birthday | Only patients who opted in to marketing |
| HubSpot | An admin | Name, email | Same |
| Brevo | An admin | Name, email | Same |
| Zoho Campaigns | An admin | Name, email | Same |
Nothing clinical is ever sent. For patient data, use services you have a BAA with.
| Who connects | What’s sent | When | |
|---|---|---|---|
| Google Drive | An admin | Letters, invoices and reports you choose | Only when you click Export |
| OneDrive | An admin | Same | Same |
Use a Google Workspace or Microsoft 365 account your clinic has a BAA with.
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Features